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Retirement Planning Software that Clients love

"RetireUp is very easy to use livewith the client in calculating various 'what-if' scenarios. We present the RetireUp client results on our conference room monitor using an iPad and Apple TV."

Greg Patterson CFP | Managing Principal, Advisors Financial Group

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RetireUp is very easy to use live with the client in calculating various "what-if" scenarios. We present the RetireUp client results on our conference room monitor using an iPad and Apple TV.

Greg Patterson CFPManaging Principal, Advisors Financial Group

RetireUp is easy to use and most importantly client friendly. RetireUp Support and Coaching is efficient and effective, I found Eric very knowledgeable and patient.

Miguel PalmaCPA, PFS, CGMA, Owner Palma Financial Services, Inc.

I met with one of my more "critical" clients yesterday and he commented how much he liked the program. We're going to do more work together because we were able to easily work through scenarios on the fly and he could easily understood the presentation.